BFA
MPT

Beacon Financial Advisory’s Medical Properties Trust MPT Stock Holding History

Beacon Financial Advisory’s Portfolio MPT Stock Details MPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-20,527
Closed -$104K – 391
2025
Q3 		$104K Buy
20,527
+206
+1% +$907 0.02% 378
2025
Q2 		$87.6K Buy
20,321
+125
+0.6% +$618 0.02% 349
2025
Q1 		$122K Buy
20,196
+2,386
+13% +$12.1K 0.04% 324
2024
Q4 		$70.3K Sell
17,810
-903
-5% -$4.04K 0.02% 297
2024
Q3 		$109K Buy
18,713
+1,523
+9% +$7.51K 0.04% 289
2024
Q2 		$74.1K Buy
+17,190
New +$82.4K 0.03% 288
2024
Q1 		– Sell
-10,455
Closed -$51.3K – 269
2023
Q4 		$51.3K Sell
10,455
-3,130
-23% -$15.3K 0.02% 247
2023
Q3 		$74K Buy
13,585
+206
+2% +$1.65K 0.04% 219
2023
Q2 		$124K Buy
+13,379
New +$113K 0.07% 213

Other funds holding MPT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Beacon Financial Advisory's MPT Position: Q4 2025 in Review

Beacon Financial Advisory sold out of Medical Properties Trust (MPT) in Q4 2025, closing a stake of 20,527 shares — an estimated $104K sold.

Beacon Financial Advisory first reported a position in MPT in Q2 2023 and held it in 9 quarters. The position peaked at $124K in Q2 2023. 485 funds tracked by Wall St. Rank hold MPT as of Q4 2025.

  • Beacon Financial Advisory reported no remaining Medical Properties Trust position as of Q4 2025 after selling out during the quarter.
  • Beacon Financial Advisory sold 20,527 Medical Properties Trust shares in Q4 2025, an estimated $104K.
  • Beacon Financial Advisory first reported a position in Medical Properties Trust in Q2 2023 and held it in 9 quarters.
  • Beacon Financial Advisory's Medical Properties Trust position peaked at $124K in Q2 2023.
  • 485 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2025.

Based on Beacon Financial Advisory's 13F filing for Q4 2025, filed 17 Feb 2026.